Projects Module

Changing Line Item Descriptions in Work Orders, Quotes and Invoices in Projects
To make changes in the description field for each line item in a Project in the Project click on Descriptions tab. You'll see the option to modify the ...
Mon, Aug 3, 2015 at 7:01 PM
Understanding Lower Pricing For Higher Crate Quantities
Crate Pro 6 uses complex algorythms to calculate multi-crate pricing. The calculations are based on real world usage and may be tweaked as needed. So when y...
Mon, Aug 3, 2015 at 8:53 PM
Using Your Own ID Reference for Projects
Do you want to use your own Project numbers instead of the auto-generated numbers in Crate Pro? Select it in Preferences - Misc - Numbering, and you may ent...
Mon, Aug 10, 2015 at 1:52 PM
Sending Quotes and Invoices via Email as Attachments
Users can either print Quotes and Invoices, print them as a PDF or attach the Quote or Invoice to an email which can be customized for the customer as desir...
Tue, Aug 11, 2015 at 11:48 AM
Price Adjustments Within the Project
Projects allow you to see total costs and pricing based on all items added to the Project. On a line by line basis, users may modify any calculated price si...
Tue, Oct 27, 2015 at 3:50 PM